How to Make Charitable Giving and Required Minimum Distributions Work For You
If you are over the age of 70 ½ and give to charitable organizations, get the most out …
Blog
At SBC, our goal is to help educate and empower you to make informed financial decisions. That is why we offer commentary on market trends, economic insights, and thought leadership from our trusted team of experts.
Mar
07
Feb
24
Breaking Market Commentary
We woke this morning to the news of a full-scale attack by Russia into Ukraine with airstrikes being …
Jan
25
10 Ways to Be a Better Steward of Your Money
Are you a good steward of your finances? As a financial advisor with over three decades of experience, …
Dec
23
Happy Holiday Season From Our Family To Yours
In the spirit of gratitude, we pause to wish you a warm and happy holiday season. Around this …
Dec
06
Rising Inflation and Retirement
Rising inflation seems to be the hot topic garnering more attention in recent months. If you turn on …
Nov
11
Delivering Delightful Client Experiences
At SBC, when we say our clients are our primary focus and the foundation for everything we do, …
Sep
21
Financial and Emotional Effects of Succession Planning
Roughly 10 million (or 65% to 75%) of all small companies in the US will be up for …
Aug
30
Women and Wealth | The Unique Financial Risks of Women Today
We can probably all agree that men and women are different, but some of those dissimilarities pose large …
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Quarterly Market Commentary for 1Q22
My goal is to give you a brief quarterly market commentary for 1Q22 and provide some insight into …